Diversify Advisory Services
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Diversify Advisory Services’s Guidewire Software GWRE Stock Holding History

Diversify Advisory Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$647K Sell
3,681
-93
-2% -$14.8K 0.01% 819
2026
Q2 		$563K Buy
+3,774
New +$503K 0.01% 824
2025
Q4 		– Sell
-1,007
Closed -$230K – 935
2025
Q3 		$230K Buy
1,007
+43
+4% +$9.8K 0.01% 804
2025
Q2 		$200K Buy
+964
New +$207K 0.01% 798
2024
Q2 		– Sell
-4,291
Closed -$498K – 679
2024
Q1 		$498K Buy
+4,291
New +$491K 0.03% 430

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ABN AMRO Investment Solutions
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Louisiana State Employees Retirement System
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Essex Investment Management
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Gateway Investment Advisers
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TD Waterhouse Canada
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Diversify Advisory Services's GWRE Position: Q3 2026 in Review

Diversify Advisory Services reduced its Guidewire Software (GWRE) stake by 2.5% in Q3 2026, selling an estimated $14.8K and leaving 3,681 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #819.

Diversify Advisory Services first reported a position in GWRE in Q1 2024 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Diversify Advisory Services held 3,681 shares of Guidewire Software worth $647K as of Q3 2026.
  • Diversify Advisory Services sold 93 Guidewire Software shares in Q3 2026, an estimated $14.8K.
  • Guidewire Software made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #819 holding.
  • Diversify Advisory Services first reported a position in Guidewire Software in Q1 2024 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.